https://www.live-feeds.com/feed/hpe-lifts-sales-forecast-on-ai-demand-for-servers-networkingContinuously updated, source-cited coverage. https://www.live-feeds.com/feed/hpe-lifts-sales-forecast-on-ai-demand-for-servers-networkinghttps://www.live-feeds.com/feed/hpe-lifts-sales-forecast-on-ai-demand-for-servers-networking#u62097Wed, 09 Sep 2026 01:25:40 +0000Hewlett Packard Enterprise is scaling its AI infrastructure business through an expanded networking deal with Oracle. The partnership focuses on deploying HPE Juniper networking equipment to enhance the scale, performance, and availability of Oracle AI superclusters. While HPE reports record quarterly revenue of $12.2 billion and has raised sales forecasts through 2027, CEO Antonio Neri describes the current supply chain as insufficient to meet exceptional AI demand. This imbalance has created a server backlog that exceeds current production capabilities by multiples.Why it mattersThe shift in https://www.live-feeds.com/feed/hpe-lifts-sales-forecast-on-ai-demand-for-servers-networkinghttps://www.live-feeds.com/feed/hpe-lifts-sales-forecast-on-ai-demand-for-servers-networking#u56215Fri, 04 Sep 2026 00:03:20 +0000Hewlett Packard Enterprise increased its annual sales forecasts and projected revenue and earnings growth through 2027 due to high demand for AI servers and networking. The company reported record quarterly revenue of $12.2 billion and third-quarter profits that surpassed estimates. Despite the growth, HPE faces supply constraints and an AI server backlog that management claims is outpaced by demand by multiples. The company also expanded its partnership with Oracle, which will deploy HPE Juniper networking equipment globally across AI data centers.Why it mattersThe shift toward AI infrastruct